What are the responsibilities and job description for the Director - Private Equity Portfolio Valuation position at SDL Search Partners?
Director - Private Equity Portfolio Valuation
Boutique Private Equity firm headquartered in Boston, MA is hiring for this add-to-staff opening on their Portfolio Management team. This role will report to their Head of Portfolio, and will be responsible fore a wide scope, detailed below.
This is a great opportunity for an individual coming out of a similar role with a larger firm, who is looking to add more breadth to their experience, somebody currently working for an Advisory firm with strong PE Valuations / M&A experience looking to pivot internally, or an individual with a background in Investment Banking / Corporate Business Development who may be interested in joining a PE firm.
If one of these sounds like you, we encourage you to apply!
Compensation / Benefits:
- Strong base
- Above market bonus / variable comp
- High-visibility role with a broad scope
- Top, high-pedigree team
- Unique opportunity with a small, highly reputable PE firm
- Hybrid role in Boston, MA
Responsibilities:
- Technical work including management of valuation models / fund models, liquidity planning, and quantitative portfolio analysis
- Business partner to a variety of both internal an external parties, related to firm holdings and new investments
- Serve as right-hand to the Head of Portfolio, and key business partner with Investor Relations team
- Preparation of all quarterly, annual, and required valuations for all firm investments
- Ad hoc projects including process improvement, implementation of new tools / systems, etc
- Partner with Audit / Compliance / Risk teams for required information and reporting
- Participate and provide required information for valuation committee meetings
Requirements:
- 5-10 years of related experience in Private Equity Portfolio Valuations (either internal, or for an Advisory firm), or a background in Investment Banking / Corporate Business Development
- MBA is a plus
- Career-minded, strong work-ethic
- Interest and ability to work in a role with a wide scope
- Must be able to communicate with internal and external business partners